Latest Institutional Purchases of Schwab Strategic Tr 5 10 Yr C (SCHI)

SCHI Quotes by TradingView

This list provides information on the latest institutional transactions involving Schwab Strategic Tr 5 10 Yr C (SCHI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Feb 14, 2024 Q4 2023
Maripau Wealth Management LLC

Fort Wayne, IN
BUY
 -
132
+ 1.66%
$5.41K - $5.96K
8.11K $179K
Feb 06, 2024 Q4 2023
Avidian Wealth Solutions, LLC

BUY
 -
113
+ 0.97%
$4.63K - $5.1K
11.8K $261K
Feb 14, 2024 Q4 2023
Planning Capital Management Corp

Paoli, PA
BUY
 -
100
New
$4.1K - $4.52K
100 $2.21K
Feb 29, 2024 Q4 2023
Scarborough Advisors, LLC

Annapolis, MD
BUY
 -
56
New
$2.29K - $2.53K
56 $1.24K
Feb 09, 2024 Q4 2023
Motco

BUY
 -
54
New
$2.21K - $2.44K
54 $1.19K
Feb 12, 2024 Q4 2023
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
37
New
$1.52K - $1.67K
37 $817
Jan 18, 2024 Q4 2023
Moisand Fitzgerald Tamayo, LLC

BUY
 -
21
New
$860 - $949
21 $463
Feb 08, 2024 Q4 2023
Atlantic Edge Private Wealth Management, LLC

Jacksonville, FL
BUY
 -
2
New
$81.9 - $90.3
2 $44.1
Jan 12, 2024 Q4 2023
Financial Management Professionals, Inc.

BUY
 -
1
+ 1.54%
$41 - $45.2
66 $1.46K
Q3 2023
Oct 11, 2023 Q3 2023
Ae Wealth Management LLC

BUY
 -
31.5K
New
$1.33M - $1.39M
31.5K $695K
Nov 13, 2023 Q3 2023
Envestnet Portfolio Solutions, Inc.

Berwyn, PA
BUY
 -
21.9K
New
$924K - $969K
21.9K $484K
Nov 09, 2023 Q3 2023
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
18.9K
New
$796K - $835K
18.9K $417K
Oct 26, 2023 Q3 2023
Park Avenue Securities LLC

BUY
 -
13.4K
New
$564K - $591K
13.4K $295K
Nov 13, 2023 Q3 2023
Prudential Financial Inc

Newark, NJ
BUY
 -
5.89K
New
$248K - $260K
5.89K $130K
Oct 24, 2023 Q3 2023
W.H. Cornerstone Investments Inc.

Kingston, MA
BUY
 -
5.59K
New
$236K - $247K
5.59K $123K
Oct 10, 2023 Q3 2023
Wbh Advisory Inc

BUY
 -
3.29K
+ 27.95%
$139K - $145K
15.1K $333K
Nov 14, 2023 Q3 2023
Chilton Capital Management LLC

Houston, TX
BUY
 -
692
New
$29.1K - $30.6K
692 $15.3K
Nov 01, 2023 Q3 2023
Trifecta Capital Advisors, LLC

Northbrook, IL
BUY
 -
600
New
$25.3K - $26.5K
600 $13.2K
Nov 13, 2023 Q3 2023
Truadvice, LLC

Sarasota, FL
BUY
 -
481
+ 9.89%
$20.3K - $21.3K
5.34K $118K
Nov 14, 2023 Q3 2023
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
345
+ 319.44%
$14.5K - $15.2K
453 $10K
Nov 14, 2023 Q3 2023
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
330
New
$13.9K - $14.6K
330 $7.28K
Nov 13, 2023 Q3 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
155
New
$6.53K - $6.85K
155 $3.42K
Nov 13, 2023 Q3 2023
Asset Dedication, LLC

BUY
 -
136
New
$5.73K - $6.01K
136 $3K
Nov 08, 2023 Q3 2023
Element Wealth, LLC

BUY
 -
117
New
$4.93K - $5.17K
117 $2.58K
Dec 11, 2023 Q3 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
67
New
$2.82K - $2.96K
67 $1.48K
Apr 22, 2024 Q3 2023
Creative Capital Management Investments LLC

San Diego, CA
BUY
 -
52
New
$2.19K - $2.3K
52 $1.15K
Oct 20, 2023 Q3 2023
Avion Wealth

The Woodlands, TX
BUY
 -
34
New
$1.43K - $1.5K
34 $750
Oct 26, 2023 Q3 2023
Macroview Investment Management LLC

BUY
 -
27
New
$1.14K - $1.19K
27 $596
Nov 08, 2023 Q3 2023
First Command Advisory Services, Inc.

BUY
 -
25
New
$1.05K - $1.1K
25 $552
May 28, 2024 Q3 2023
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
18
+ 0.33%
$758 - $795
5.44K $120K
Q2 2023
Jul 12, 2023 Q2 2023
Valicenti Advisory Services Inc

BUY
 -
59.1K
New
$2.58M - $2.66M
59.1K $1.31M
Aug 11, 2023 Q2 2023
Vident Investment Advisory, LLC

Alpharetta, GA
BUY
 -
46.4K
+ 596.45%
$2.02M - $2.09M
54.2K $1.2M
Aug 14, 2023 Q2 2023
State Of Wisconsin Investment Board

Madison, WI
BUY
 -
22.4K
New
$976K - $1.01M
22.4K $493K
Jul 26, 2023 Q2 2023
Red Cedar Investment Management, LLC

BUY
 -
20.4K
New
$892K - $921K
20.4K $451K
Aug 01, 2023 Q2 2023
Portside Wealth Group, LLC

Provo, UT
BUY
 -
12.2K
New
$532K - $549K
12.2K $269K
Aug 09, 2023 Q2 2023
Nicolet Bankshares Inc

Green Bay, WI
BUY
 -
5.61K
New
$245K - $253K
5.61K $124K
Jul 26, 2023 Q2 2023
Arlington Partners LLC

BUY
 -
4K
New
$174K - $180K
4K $88.2K
Aug 11, 2023 Q2 2023
Baker Avenue Asset Management, LP

BUY
 -
2.91K
New
$127K - $131K
2.91K $64.1K
Sep 26, 2023 Q2 2023
Intrepid Capital Management Inc

Jacksonville Beach, FL
BUY
 -
833
New
$36.3K - $37.5K
833 $18.4K
Aug 09, 2023 Q2 2023
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
500
New
$21.8K - $22.5K
500 $11K
Aug 03, 2023 Q2 2023
New Square Capital LLC

BUY
 -
350
New
$15.3K - $15.8K
350 $7.72K
Aug 08, 2023 Q2 2023
Financial Advisory Service, Inc.

BUY
 -
166
New
$7.24K - $7.48K
166 $3.66K
Aug 03, 2023 Q2 2023
Northwest Capital Management Inc

BUY
 -
143
New
$6.24K - $6.44K
143 $3.16K
Jul 21, 2023 Q2 2023
Private Ocean, LLC

BUY
 -
90
New
$3.93K - $4.06K
90 $1.99K
Aug 11, 2023 Q2 2023
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
74
New
$3.23K - $3.33K
74 $1.63K
Jul 17, 2023 Q2 2023
Wedmont Private Capital

BUY
 -
40
+ 0.71%
$1.75K - $1.8K
5.67K $125K
Jul 24, 2023 Q2 2023
Sage Mountain Advisors LLC

BUY
 -
39
New
$1.7K - $1.76K
39 $861
Q1 2023
May 15, 2023 Q1 2023
Steward Partners Investment Advisory, LLC

BUY
 -
95
+ 31.56%
$4.08K - $4.3K
396 $8.74K
May 04, 2023 Q1 2023
Ellevest, Inc.

BUY
 -
41
New
$1.76K - $1.86K
41 $905

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